Skip to content
InnovaforteLegal & Notary
All demonstrations

Fictional matter · 2026-VD-0417

Maturity: Prototype

Sale of apartment, Morges

Property transaction. Responsible: Me. A. Berthoud. Illustrative workflow — configuration depends on canton, office practice and applicable requirements.

All demonstration data is fictional. A fictional matter in a synthetic data model. Nothing here is a legally valid document or advice.

This matter also has a fuller single-matter view: open the matter workspace demonstration.

Needs attention

  • Identity document overdue (4 days) — Waiting on client, C. Vuillemin

Overview

Reference
2026-VD-0417
Status
Awaiting client
Opened
Closed
—
Canton
VD — placeholder configuration

Clients and parties

Documents (2)

Documents
DocumentStatusControlOutstanding
Draft deed of sale (illustrative)v0.4Client reviewREVIEW REQUIREDIdentity document for R. Marmier; confirmation of outstanding charges.
Loan release confirmationv1.0DraftPREPAREDAwaiting figures from Banque Cantonale Fictive.

Appointments

Calendar view
  • 09:30 — Execution of deed of sale (provisional) (provisional)

Tasks and deadlines

  • ✓ Internal review of draft deed v0.3 — Document review, Me. A. Berthoud, due
  • Identity document for R. Marmier — Client information, C. Vuillemin, due · overdue by 4 days
  • Confirm outstanding charges on the property — Internal deadline, Me. A. Berthoud, due
  • Confirm or reschedule the provisional appointment — Follow-up, C. Vuillemin, due

Fees (illustrative)

Open billing workspace

Recorded items: 5 · unbilled: CHF 1,925.00

    Communications

    • · Outgoing · E-mail — Revised draft v0.4 sent for comment.
    • · Outgoing · Letter — Second request for identity document.
    • · Outgoing · E-mail — Request for loan release figures.

    Activity history

    1. Draft deed of sale (illustrative): Circulated v0.4 to both sellers — C. Vuillemin
    2. Draft deed of sale (illustrative): Approved v0.3 for client circulation after internal review — Me. A. Berthoud
    3. Loan release confirmation: Prepared draft from template — C. Vuillemin
    4. Matter opened — Me. A. Berthoud